JP Morgan Private Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TAK Stock Details TAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.12M	Buy	72,557 +2,133	+3%	+$33K	﹤0.01%	931
2023 Q2	$1.11M	Sell	70,424 -5,148	-7%	-$84.3K	0.01%	737
2023 Q1	$1.25M	Buy	75,572 +10,640	+16%	+$169K	﹤0.01%	1066
2022 Q4	$1.01M	Sell	64,932 -5,029	-7%	-$70.2K	﹤0.01%	1140
2022 Q3	$907K	Buy	69,961 +13,126	+23%	+$183K	﹤0.01%	1188
2022 Q2	$798K	Buy	56,835 +6,992	+14%	+$99.8K	﹤0.01%	1248
2022 Q1	$714K	Buy	49,843 +14,701	+42%	+$216K	﹤0.01%	1369
2021 Q4	$479K	Buy	35,142 +5,136	+17%	+$72K	﹤0.01%	1574
2021 Q3	$491K	Buy	30,006 +8,641	+40%	+$145K	﹤0.01%	1505
2021 Q2	$360K	Buy	+21,365	New	+$364K	﹤0.01%	1618
2020 Q1	–	Sell	-10,868	Closed	-$214K	–	1533
2019 Q4	$214K	Buy	+10,868	New	+$208K	﹤0.01%	1371

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TAK Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Takeda Pharmaceutical (TAK) stake by 3% in Q3 2023, buying an estimated $33K and bringing the position to 72,557 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #931.

JP Morgan Private Wealth Advisors first reported a position in TAK in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2023. 313 funds tracked by Wall St. Rank hold TAK as of Q3 2023.

JP Morgan Private Wealth Advisors held 72,557 shares of Takeda Pharmaceutical worth $1.12M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2,133 Takeda Pharmaceutical shares in Q3 2023, an estimated $33K.
Takeda Pharmaceutical made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #931 holding.
JP Morgan Private Wealth Advisors first reported a position in Takeda Pharmaceutical in Q4 2019 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Takeda Pharmaceutical position peaked at $1.25M in Q1 2023.
313 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.